2024-05-14T16:22:04-05:00 2023-06-30 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-07-01 941322179 JUNIOR ACHIEVEMENT OF NORTHERN CALIFORNIA JUNI 9254651070 1212 BROADWAY PLAZA 2100 WALNUT CREEK CA 94596 CRISTENE BURR PRESIDENT 9254651070 2024-05-14 1 CRISTENE BURR 999009999 0 STACY CULLEN P00974308 4157774488 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CRISTENE BURR 1212 BROADWAY PLAZA 2100 WALNUT CREEK CA 94596 2616952 0 X WWW.JANORCAL.ORG X 1950 CA TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY.JUNIOR ACHIEVEMENT PROGRAMS CORRELATE BETWEEN THE COMMON CORE ANDCALIFORNIA CONTENT STANDARDS. JA'S PROVEN VOLUNTEER-BASED DELIVERYMODEL MERGED WITH THE LATEST TECHNOLOGY CREATES BLENDED LEARNING. 54 54 21 1018 0 0 2747628 2471635 0 123937 108 8647 1479 -198109 2749215 2406110 0 60000 0 0 1459105 1461922 0 15888 408087 1098491 630818 2557596 2168628 191619 237482 1778085 2613745 132619 200669 1645466 2413076 TO INSPIRE AND PREPARE YOUNG PEOPLE TO SUCCEED IN A GLOBAL ECONOMY. JUNIOR ACHIEVEMENT PROGRAMS CORRELATE BETWEEN THE COMMON CORE AND CALIFORNIA CONTENT STANDARDS. JA'S PROVEN VOLUNTEER-BASED DELIVERY MODEL MERGED WITH THE LATEST TECHNOLOGY CREATES BLENDED LEARNING. 0 0 404868 15402 31816 JUNIOR ACHIEVEMENT'S HIGH SCHOOL PROGRAMS ARE ECONOMIC AND BUSINESS CURRICULA FOR STUDENTS IN GRADES 9-12 AND INCLUDE A STUDENT-LED ENTERPRISE. THE DYNAMIC INTERACTION BETWEEN THE VOLUNTEERS AND STUDENTS PROMOTES ACTIVE LEARNING AND BRINGS THEORY TO LIFE. HIGH SCHOOL PROGRAMS EMPHASIZE LEADERSHIP, PROBLEM SOLVING SKILLS, INTERPERSONAL EFFECTIVENESS, PERSONAL FINANCE AND ECONOMICS, WITH LESSONS BUILT AROUND SKILLS NEEDED TO INCREASE WORK READINESS. 202129 7690 15884 THE MIDDLE GRADE PROGRAM TEACHES 6-8 GRADE STUDENTS THE IMPORTANCE OF ECONOMICS AND THE ROLE OF BUSINESS. STUDENTS PARTICIPATE IN HANDS-ON EXERCISES THAT ENCOURAGE FUTURE CAREER CONSIDERATIONS AND EMPHASIZE THE IMPORTANCE OF A SOUND EDUCATION. THE PROGRAMS SUPPLEMENT STANDARD SOCIAL STUDIES CURRICULA, DEVELOP BUSINESS WORLD KNOWLEDGE AND COMPLEMENTS SCHOOL DISTRICT SCHOOL-TO-CAREER OBJECTIVES. 970152 36908 76237 JUNIOR ACHIEVEMENT'S ELEMENTARY SCHOOL PROGRAMS ARE THE FOUNDATION OF ITS' K-12 CURRICULA. SIX SEQUENTIAL THEMES, EACH WITH FIVE HANDS-ON ACTIVITIES, INTRODUCE STUDENTS TO BASIC MATHEMATICAL AND ECONOMIC CONCEPTS AS THEY LEARN THE DIFFERENCE BETWEEN NEEDS AND WANTS AND HOW TO SAVE FOR THEM. THEY SEE HOW FAMILIES, COMMUNITY MEMBERS, AND BUSINESSES MAKE UP AN INTERCONNECTED ECONOMY. 1577149 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 21 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 54 54 0 0 0 1 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X CRISTENE BURR 9254651070 1212 BROADWAY PLAZA 2100 WALNUT CREEK CA 94596 ADRIAN DIMECH CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 MATTHEW DAVIS VICE CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 DAVID BICKHAM SECRETARY/LEGAL COUNSEL 2.00 X X 0 0 0 DINA TING TREASURER 2.00 X X 0 0 0 KEVIN COLEMAN CHAIR, AUDIT COMMITTEE 2.00 X 0 0 0 REENA BHATIA MEMBER 1.00 X 0 0 0 JEFFREY BRAY MEMBER 1.00 X 0 0 0 MICHAEL CLARKE MEMBER 1.00 X 0 0 0 SEAN CRABTREE MEMBER 1.00 X 0 0 0 CARRIE ERICSON MEMBER 1.00 X 0 0 0 ANN FLEISHELL MEMBER 1.00 X 0 0 0 JESSICA FIELDS MEMBER 1.00 X 0 0 0 JOBINA FORTSON MEMBER 1.00 X 0 0 0 ERIC FUSILERO MEMBER 1.00 X 0 0 0 BRAD HOLSWORTH MEMBER 1.00 X 0 0 0 MARINA GRACIAS MEMBER 1.00 X 0 0 0 DIANA KAPP MEMBER 1.00 X 0 0 0 SANJAY KACHOLIYA MEMBER 1.00 X 0 0 0 LINDI LABINE MEMBER 1.00 X 0 0 0 DENISE LEE MEMBER 1.00 X 0 0 0 MARK S LINSKY MEMBER 1.00 X 0 0 0 ANDREA LO MEMBER 1.00 X 0 0 0 BRUTUS LO MEMBER 1.00 X 0 0 0 LADD MARTIN MEMBER 1.00 X 0 0 0 SHAKEYA MCDOW MEMBER 1.00 X 0 0 0 JAMESE MCGOWAN MEMBER 1.00 X 0 0 0 LYNN METRULAS MEMBER 1.00 X 0 0 0 PERRY LIU MEMBER 1.00 X 0 0 0 CHRISTOPHER MOULTON MEMBER 1.00 X 0 0 0 HEATHER NGUYEN MEMBER 1.00 X 0 0 0 DEAN NICOLACAKIS MEMBER 1.00 X 0 0 0 WILLIAM OLDENBURG MEMBER 1.00 X 0 0 0 BETH O'RELL MEMBER 1.00 X 0 0 0 ALTHEA PENG MEMBER 1.00 X 0 0 0 TONY PERAZZO MEMBER 1.00 X 0 0 0 GARY PIKE MEMBER 1.00 X 0 0 0 BILL SCHLOUGH MEMBER 1.00 X 0 0 0 TED SEBURN MEMBER 1.00 X 0 0 0 MARK SECKER MEMBER 1.00 X 0 0 0 MICHAEL SILVA MEMBER 1.00 X 0 0 0 MARC SINGER MEMBER 1.00 X 0 0 0 SCOTT SOLBERG MEMBER 1.00 X 0 0 0 SHIRLEY STACY MEMBER 1.00 X 0 0 0 JAKE STREIT MEMBER 1.00 X 0 0 0 LIMOR DAVID STERNFELD MEMBER 1.00 X 0 0 0 DEVRA STRUZENBERG MEMBER 1.00 X 0 0 0 KESH SUBRAMANIAN MEMBER 1.00 X 0 0 0 VIDISHA SUMAN MEMBER 1.00 X 0 0 0 KARTHIK SURI MEMBER 1.00 X 0 0 0 DAVID SWANSON MEMBER 1.00 X 0 0 0 CRAIG TATLONGHARI MEMBER 1.00 X 0 0 0 STEPHEN TROY MEMBER 1.00 X 0 0 0 HUGO YOSHINAGA MEMBER 1.00 X 0 0 0 WALLACE YOUNG MEMBER 1.00 X 0 0 0 CRISTENE BURR PRESIDENT/CEO 40.00 X 211120 0 31551 211120 0 31551 1 0 1 0 0 553044 58200 1860391 80266 2471635 SOLAR BUDDY PROGRAM 900099 123937 123937 123937 8647 8647 0 553044 210842 -210842 -210842 OTHER INCOME (LOSS) 611710 12733 12733 12733 2406110 123937 0 -189462 60000 60000 201585 134437 18465 48683 1015651 687933 94489 233229 32409 21613 2969 7827 117204 78163 10736 28305 95073 63404 8709 22960 15888 15888 117809 63485 37140 17184 22626 18101 1131 3394 29389 23512 1469 4408 135240 108192 6762 20286 7518 6165 1353 6253 5002 313 938 PROGRAM MATERIALS 169202 169202 RESEARCH AND DEVELOPMEN 111839 111839 MISCELLANEOUS 24153 19312 1209 3632 STAFF TRAINING 6789 6789 2168628 1577149 183392 408087 818018 588234 488825 604681 1049328 26512 14500 13000 7752 1500 413914 370002 23064 0 1778085 2613745 109286 131519 60400 23333 8750 132619 200669 X 1195021 1918371 450445 494705 1645466 2413076 1778085 2613745 X 237482 735817 -205689 X X 0 1 X 1 0 X 2845093 2623570 2312776 2747628 2471635 13000702 2845093 2623570 2312776 2747628 2471635 13000702 35000 61073 55854 38000 58235 248162 240000 295644 535644 275000 356717 55854 38000 58235 783806 12216896 3085 3697 3051 108 8647 18588 3085 3697 3051 108 8647 18588 200887 90518 100333 154485 12733 558956 3049065 2717785 2416160 2902221 2493015 13578246 0.89970 0.89590 0.00140 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14500 13000 1500 1500 GLENLYON FUND 370002 F 370002 2419010 12900 12900 2406110 0 2406110 2181528 12900 12900 2168628 0 2168628 X X X X X 1 LAURIE AGRUEL 1212 BROADWAY PLAZA SUITE 2100 WALNUT CREEK CA 94596 GRANT WRITING 0 0 15888 -15888 15888 -15888 CA NORCAL HOF 205879 205879 47519 BOCCE BALL 95490 95490 7737 2 251675 251675 155586 553044 553044 210842 210842 -210842 0 SCHOLARSHIPS 12 60000 X X X X X 0 0 0 0 0 0 0 0 0 CRISTENE BURR PRESIDENT/CEO 205000 0 0 0 6120 0 30000 0 1551 0 242671 0 0 0 X VARIOUS DONATED ITEMS 98 80266 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 5 DURING THE YEAR ENDED JUNE 30, 2023, THE ORGANIZATION WAS THE VICTIM OF A BUSINESS EMAIL COMPROMISE. THE ORGANIZATION COMPLETED AN EXAMINATION AND IDENTIFIED THAT AN EMPLOYEE'S EMAIL ACCOUNT WAS COMPROMISED. THIS RESULTED IN CERTAIN EXPENSE PAYMENTS AND CONTRIBUTIONS BEING MISDIRECTED TO UNAUTORIZED ACCOUNTS. THE LOSS WAS 69,755, ALL OF WHICH WAS RECOVERED THROUGH INSURANCE. THE ORGANIZATION TOOK STEPS TO STRENGHEN SECURITY OVER EMAIL LOGINS IN OCTOBER, 2023 THE ORGANIZATION DISCOVERED AN EMPLOYEE MISSAPPROPRIATED FUNDS AND IMMEDIATELY TERMINATED THE INDIVIDUAL. THE ORGANIZATION CONDUCTED AN INVESTIGATION THAT IDENTIFIED APPROXIMATELY $1.9 MILLION WAS EMBEZZLED. THE ORGANIZATION REPORTED THE THEFT TO LAW ENFORCEMENT, TOOK IMMEDIATE STEPS TO IMPROVE CONTROLS OVER DISBURSEMENTS INCLUDING THE IMPLEMENTATION OF AN ELECTRONIC PAYMENT APPROVAL PLATFORM AND RECOVERED $1 MILLION UNDER A FINANCIAL CRIMES POLICY, THE LIMIT OF COVERAGE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS' AUDIT AND FINANCE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER AND DIRECTOR OR TRUSTEE ANNUALLY COMPLETES THE CONFLICT OF INTEREST FORM AND TIMELY UPDATES THE PRESIDENT AND CHAIR OF ANY CHANGES DURING THE CURRENT YEAR. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY IS DETERMINED BY THE BOARD CHAIR WHO CONSULTS WITH THE EXECUTIVE COMMITTEE BEFORE ANY COMPENSATION ADJUSTMENTS ARE MADE. TOWERS WATSON EQUI-COMP DATA IS PROVIDED TO THE BOARD CHAIR ANNUALLY BY JA USA AND THIS INFORMATION, ALONG WITH OTHER EXTERNAL AND INTERNAL FACTORS , ARE TAKEN INTO ACCOUNT WHEN MAKING ANY COMPENSATION DECISIONS. THE GOVERNING BOARD MEETS WITH THE PRESIDENT EVERY YEAR IN SEPTEMBER TO DETERMINE AND SET GOALS AND EXPECTATIONS FOR THE NEXT CALENDAR YEAR. THE BOARD CHAIR MEETS REGULARLY WITH THE PRESIDENT THROUGHOUT THE YEAR TO MONITOR PROGRESS AGAINST BUSINESS GOALS. ADDITIONALLY, DURING EACH QUARTERLY BOARD MEETING, ALL GOVERNING BOARD MEMBERS ARE GIVEN THE OPPORTUNITY TO PROVIDE FEEDBACK ON THE PRESIDENT'S PERFORMANCE WITH THE PRESIDENT PRESENT. TIME IS ALSO SCHEDULED DURING EACH BOARD MEETING FOR BOARD MEMBERS TO PROVIDE THE BOARD CHAIR WITH FEEDBACK REGARDING THE PRESIDENT'S PERFORMANCE WITHOUT THE PRESIDENT IN ATTENDANCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE POSTED TO OTHER WEBSITES SUCH AS GUIDESTAR AND ARE ALSO AVAILABLE BY REQUEST. FORM 990, PART XI, LINE 9: THEFT LOSS -205,689. FORM 990, PART XII, LINE 2C: THERE WERE NO CHANGES TO THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART XI, LINE 9: OTHER ADJUSTMENTS RELATE TO RECOGNITION OF THE LOSSES ASSOCIATED WITH THE THEFT OF ASSETS.